Billing Types are an excellent way to assign your patients into different categories, and then be able to sort by those categories when generating reports, processing billing statements, applying finance or late charges, or targeting marketing opportunities. For example, you might assign accounts different billing types if they receive finance or late charges, if they have a payment agreement, if they have a poor collection history or have been sent to collections, or if they came to your office through a merger or acquisition of another practice.
Watch this video to learn how to assign a billing type to an account. (Duration 0:37)
Additional Tips
- You assign billing types per account. When you assign a billing type to a patient, Dentrix assigns everyone in that patient’s family in the Family File to that billing type.
- You can filter most Dentrix reports, Dentrix billing statements, and finance charges by billing type, meaning that you can include or exclude specific billing types from those reports or statements.
- Whenever a patient account is created, it is automatically assigned Dentrix’s default billing type. The default billing type can be changed from the Office Manager by clicking Maintenance > Practice Setup > Practice Defaults, and by selecting another default billing type.
- Dentrix comes with ten pre-defined billing types. You can rename, add, change, or delete new billing types to suit the needs of your practice. From the Office Manager, click Maintenance > Practice Setup > Definitions, and then select Billing Types.
- You can only assign one billing type to a family, and changing the billing type for any family member affects all the other members of the family.
- You can also access billing types from the Ledger by clicking File > Billing/Payment Agreement.
- If you want to make a note about why you are changing the billing type, from the Billing/Payment Agreement Information dialog box, click the Guarantor Notes button to access the family’s guarantor notes.
- To learn more about assigning a billing type to an account, read Setting Billing Types in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software). - You sent Dean Little to collections for a large unpaid balance. Change his billing type to “9: Bad Debt – to collections.”